RIA Intel›Advisers›Colorado›PROPER MONEY MANAGEMENT LLC

PROPER MONEY MANAGEMENT LLC

Advisory

CO

Data as of Mar 2, 2026 · Source: SEC Form ADV

Average account

$156K

across 11 accounts

AUM per adviser

$860K

2 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

5 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

DISCIPLINED WEALTH MANAGEMENT, LLC

$2M

CORNBELT FINANCIAL, LLC

$2M

SHADOWFAX INVESTMENTS LLC

$2M

WP ASSET MANAGEMENT CORPORATION

$2M

SHARPER IMAGE FINANCIAL SERVICES, LLC

$2M

IRONFJORD WEALTH MANAGEMENT LLC

$2M

Get the full picture on PROPER MONEY MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track PROPER MONEY MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans